Get the skills and knowledge required to work in a banking or retail financial services environment. Learn budgeting and financial management, development and negotiation of client solutions and how to implement sales plans.

• Location:
  Footscray Nicholson
• Faculty:
  Faculty of Workforce Development
• School:
  School of Business Services
• Study mode:
  Full Time
• Delivery mode:
  Class Contact and On campus
• Course code:
  FNS41010
• Duration:
  0.5 years
• This information is for Australian residents.
  Click here for the international version of this course

How to apply

• senior sales consultant
• lending consultant
• lending officer
• team leader of supervisor
• customer contact centre service consultant

Learn more about your career options on the Australian government's Career Information and Resources website.

Provides students with the knowledge and skills to work in banking or retail financial services environment promoting customer/client service, coordinating implementation of customer service strategies and assessing a credit application which is the role of a first line supervisor or senior technical officer.

Core Units

• Implement Customer Service Standards

  Unit code

  BSBCUS403A

• Use Business Technology

  Unit code

  BSBWOR204A

• Apply Principles of Professional Practice to Work in the Financial Services Industry

  Unit code

  FNSINC401A

• Develop and Maintain in-Depth Knowledge of Products and Services Used by an Organisation or Sector

  Unit code

  FNSINC402A

• Contribute to OHS Hazard Identification and Risk Assessment

  Unit code

  BSBOHS303B

Elective Units

• Develop, Present and Negotiate Client Solutions

  Unit code

  FNSASIC302C

• Establish Client Relationship and Analyse Needs

  Unit code

  FNSASIC301C

• Coordinate Implementation of Customer Service Strategies

  Unit code

  BSBCUS401A

• Sell Financial Products and Services

  Unit code

  FNSSAM401A

• Implement a Sales Plan

  Unit code

  FNSSAM402A

• Assist Customers to Budget and Manage Own Finances

  Unit code

  FNSFLT501A

• Assess Credit Applications

  Unit code

  FNSCRD401A

To successfully complete this qualification students must complete 12 units; 5 core plus 7 electives.

• TAFE: NA
• Year 12: Completion of VCE or equivalent
• International: IELTS 5.5 or equivalent
• Mature: Relevant industry experience or completion of relevant qualification.